Betterment LLC
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Betterment LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54.1M Buy
883,141
+12,799
+1% +$783K 0.12% 59
2025
Q1
$40.7M Buy
870,342
+102,070
+13% +$4.78M 0.1% 61
2024
Q4
$40.8M Buy
768,272
+732,774
+2,064% +$38.9M 0.1% 59
2024
Q3
$1.28M Buy
35,498
+9,528
+37% +$344K ﹤0.01% 213
2024
Q2
$887K Buy
25,970
+3,100
+14% +$106K ﹤0.01% 233
2024
Q1
$926K Buy
+22,870
New +$926K ﹤0.01% 206